RFWA
RPg Family Wealth Advisory’s CSP Inc CSPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,572
| Closed | -$11K | – | 283 |
|
|
2020
Q1 | $11K | Buy |
1,572
+397
| +34% | +$2.78K | 0.01% | 244 |
|
|
2019
Q4 | $15.3K | Buy |
1,175
+135
| +13% | +$1.76K | 0.01% | 236 |
|
|
2019
Q3 | $14K | Hold |
1,040
| – | – | 0.01% | 260 |
|
|
2019
Q2 | $15.9K | Hold |
1,040
| – | – | 0.01% | 242 |
|
|
2019
Q1 | $11.6K | Buy |
+1,040
| New | +$11.6K | 0.01% | 276 |
|
|
2018
Q4 | – | Sell |
-790
| Closed | -$10.4K | – | 234 |
|
|
2018
Q3 | $10.4K | Buy |
+790
| New | +$10.4K | 0.01% | 249 |
|
|
2018
Q1 | – | Sell |
-645
| Closed | -$10.2K | – | 253 |
|
|
2017
Q4 | $10.2K | Buy |
+645
| New | +$10.2K | 0.01% | 267 |
|